Full Redirect/No Refund
You wish to redirect the full amount of your original gift and accrued interest to another purpose within UWF.

• You must complete, sign, and return IRS Form W-9*
• You must complete, sign, and return the Donation Action Request Form** indicating where you want the gift and interest redirected.
• You will receive a 1099-Int for the full amount of the Interest.
• You will receive a gift receipt for the Interest portion only.

Partial Redirect/Partial Refund
You wish to redirect a portion of your original gift and interest amount to another purpose within UWF.

• You must complete, sign, and return IRS Form W-9*
• You must complete, sign, and return the Donation Action Request Form** indicating where you want the portion of your gift and interest redirected.
• Once the Donation Action Request Form and the IRS Form W-9 are received in the Foundation, a check for the amount not redirected will be sent to you within two weeks.
• You will receive a 1099-Int for the full amount of the interest.
• You will receive a 1099-Misc if the partial refund of your original gift is $600 or more.
• You will receive a gift receipt for any amount redirected in excess of their original gift amount (the redirected Interest portion only).

Full Refund/No Redirect
You wish to receive a full refund of your original gift and interest.

• You must complete, sign, and return IRS Form W-9*
• You must complete, sign, and return the Donation Action Request Form** indicating you want to receive a full reimbursement of your gift and interest.
• Once the Donation Action Request Form and the IRS Form W-9 are received in the Foundation, a check for the full amount will be sent to you within two weeks.
• You will receive a 1099-Int for the full amount of the interest.
• You will receive a 1099-Misc if your original gift amount was $600 or more.

*The IRS requires that the Foundation file an information return (1099) utilizing a IRS Form W-9 to obtain a correct taxpayer identification number (TIN) to report income, such as return of a prior year contribution.

**The Donation Action Request Form was sent via US mail to all Maritime Museum donors.

Tax Advice: Because Foundation employees, under Florida law, are prohibited from holding themselves out as tax experts, we cannot provide tax advice to individual donors. Furthermore, because the tax situation for each donor may vary and each option may have varying tax implications to the individual donor, we recommend that each donor consult their personal tax advisor regarding their option selection and potential implications of itemized deduction recoveries. Additionally, donors may wish to review information provided by the IRS in publications like IRS publication 17 "Your Personal Income Tax", IRS Publication 525 "Taxable and Nontaxable Income, and IRS Publication 526 "Charitable Contributions."

Please contact Sheri Pope, Director, UWF Foundation (850-474-3380) with any questions you may have during this process.